+30.9%
DOCU vs PFGC
+60.5%
-29.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.9% |
| 7D | +6.9% | -2.2% | +9.1% | +7.6% |
| 30D | +19.0% | -11.9% | +30.9% | +23.4% |
| 3M | +34.3% | +5.0% | +29.3% | +32.0% |
| 6M | +48.0% | +8.6% | +39.4% | +43.2% |
| YTD | 0.0% | +9.7% | -9.7% | -5.2% |
| 1Y | -10.3% | -6.3% | -4.0% | -7.9% |
| All | +30.9% | +60.5% | -29.6% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PFGC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling